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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo

Nombre AUM Crecimiento
de AUM
AUM
Crecimiento %
Trim.
Rend. est.
Rendimiento est.
a 3 años
Posiciones en cartera Rotación de cartera Tenencia prom.
(años)
Greenhouse Wealth Management
6551
Greenhouse Wealth Management
Connecticut
USD 155 M +USD 21.4 M +16% 10.4% 87.2% 60 16.67% 3.4
RF&L Wealth Management
6552
RF&L Wealth Management
Massachusetts
USD 155 M +USD 15.4 M +11% 9.04% 73.8% 60 5% 2.2
Lakeside Advisors
6553
Lakeside Advisors
Washington
USD 155 M +USD 4.17 M +3% 11.2% 83.7% 63 1.59% 3.1
Islay Capital Management
6554
Islay Capital Management
Texas
USD 155 M +USD 6.99 M +5% 5.9% 72% 215 20.93% 3.4
Sharp Financial Services
6555
Sharp Financial Services
Pennsylvania
USD 155 M +USD 24.4 M +19% 12.2% – 102 24.51% 1.1
Channing Global Advisors
6556
Channing Global Advisors
Florida
USD 155 M +USD 8.02 M +5% 14.2% 131% 49 8.16% 2.1
Swisher Financial Concepts
6557
Swisher Financial Concepts
Ohio
USD 155 M +USD 33.9 M +28% 8.19% – 97 24.74% 0.8
MSD Capital
6558
MSD Capital
New York
USD 155 M -USD 22.8 M -13% 10.2% 11.5% 3 0% 4.6
Pring Turner Capital Group
6559
Pring Turner Capital Group
California
USD 155 M -USD 6.42 M -4% 8.17% 70.8% 71 12.68% 4.4
Momentous Wealth Management
6560
Momentous Wealth Management
Washington
USD 155 M +USD 13.5 M +10% 7.18% – 50 10% 0.4
Ames National Corp
6561
Ames National Corp
Iowa
USD 155 M +USD 5.64 M +4% 6.12% – 67 10.45% 0.5
SPAS
6562
Spectrum Planning & Advisory Services
California
USD 155 M +USD 34.5 M +29% 8.42% – 98 37.76% 1.2
Carnegie Mellon University
6563
Carnegie Mellon University
Pennsylvania
USD 155 M +USD 25.6 M +20% 28.9% 61.6% 6 16.67% 2.6
MF
6564
Meridian Financial
Massachusetts
USD 155 M +USD 12 M +8% 6.26% 58.5% 130 9.23% 2.5
KFO
6565
Kopp Family Office
Minnesota
USD 155 M +USD 9.9 M +7% 4.93% 47.9% 28 3.57% 2.7
Columbia River Financial Group
6566
Columbia River Financial Group
Washington
USD 155 M +USD 4.91 M +3% 6.89% – 124 57.26% 0.5
Omega Fund Management
6567
Omega Fund Management
Massachusetts
USD 154 M -USD 15 M -9% 6.68% 106% 13 0% 2.5
Sarissa Capital Management
6568
Sarissa Capital Management
Connecticut
USD 154 M -USD 321 k -0.2% 11.7% 80% 7 0% 4
Ehrlich Financial Group
6569
Ehrlich Financial Group
California
USD 154 M +USD 17.2 M +13% 7.44% 56.2% 121 25.62% 1
Harold Davidson & Associates
6570
Harold Davidson & Associates
California
USD 154 M -USD 28.9 M -16% 10.6% – 65 13.85% 0.5
SWP
6571
Semus Wealth Partners
Florida
USD 154 M +USD 10.7 M +7% 10% 107% 120 10.83% 1.9
Merrion Investment Management
6572
Merrion Investment Management
New Jersey
USD 154 M +USD 14.9 M +11% 20.7% 161% 105 8.57% 2.9
Promus Capital
6573
Promus Capital
Illinois
USD 154 M +USD 22.2 M +17% 9.73% – 339 18.88% 0.4
Andrews Lucia Wealth Management
6574
Andrews Lucia Wealth Management
California
USD 154 M +USD 5.06 M +3% 8.08% 59.7% 29 10.34% 2.8
Vermillion & White Wealth Management Group
6575
Vermillion & White Wealth Management Group
Pennsylvania
USD 154 M +USD 15.7 M +11% 8.43% – 575 14.61% 0.9